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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $660,153 | $166,089+297.5% | $164,928+300.3% | $145,978+352.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.12% | 100.26%-85.1pp | 70.08%-55.0pp | 550.52%-535.4pp |
| Employer contribution / active EE | $5,940 | $5,276+12.6% | $4,343+36.8% | $4,662+27.4% |
| Participant deferral / active EE | $13,477 | $6,961+93.6% | $6,034+123.4% | $6,690+101.5% |
| Admin fee / account holder | $218,554 | $16,641+1213.4% | $12,684+1623.0% | $13,400+1531.0% |